McDaniel Wealth Management PLLC |
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Alex WagnerAssociate Wealth Advisor
Phone: 859-236-0595 Alex Wagner joined McDaniel Wealth Management PLLC as an Associate Wealth Advisor in June 2010. Alex received his Bachelor of Science degree in Financial Planning from Western Kentucky University in May of 2010. Prior to graduation, Wagner interned with McDaniel and acquired his Series 6 and Series 63 Investment Securities licenses. In February 2011, he passed the Kentucky Life and Health, Variable Life and Variable Annuity Insurance examination and in May, 2011, Alex passed the Series 65 Uniform Investment Adviser Law Exam. Alex is 2006 graduate of Boyle County High School. Outside of work, his hobbies include coaching soccer, exercise and following college sports.
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110 North 1st St. Phone: (859) 236-0595 |
Tim McDaniel is a registered representative registered to transact business with clients in CA, FL, IN, KY, NY, OH, TN, TX VA. He is advisory licensed in the following states: CA, FL, KY, MS, NY, NC, OH, SC, TN, TX, VA and is also an insurance agent licensed in KY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products are not insured by the FDIC or any federal government agency and are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.
McDaniel Wealth Management PLLC is not a registered broker/dealer or independent investment advisory firm.